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yd-csf-front
Commit 38137acd by yuzhenWang
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Merge branch 'test' into 'feature-20250827wyz-写业务' 

Test

See merge request !40
parents 574b9891 a22e899f
Showing with 442 additions and 177 deletions
src/api/financial/commission.js
......@@ -412,3 +412,21 @@ export function exportPayRecord(data) {
responseType: 'blob'
})
}
// 应付款报表
export function payableReport(data) {
return request({
url: '/csf/api/expectedFortune/payable_report',
method: 'post',
data: data,
})
}
// 应收款报表
export function receivableReport(data) {
return request({
url: '/csf/api/CommissionExpected/receivable_report',
method: 'post',
data: data,
})
}
src/views/financialCenter/payables.vue
<template>
<div>
<CommonPage :operationBtnList="operationBtnList" :visibleDefaultButtons="visibleDefaultButtons" :showSearchForm="true" :show-pagination="true" :total="pageTotal"
:current-page="currentPage" :page-size="pageSize" @size-change="handleSizeChange"
@current-change="handleCurrentChange">
<CommonPage :operationBtnList="operationBtnList" :visibleDefaultButtons="visibleDefaultButtons"
:showSearchForm="true" :show-pagination="true" :total="pageTotal" :current-page="currentPage"
:page-size="pageSize" @size-change="handleSizeChange" @current-change="handleCurrentChange">
<!-- 搜索区域 -->
<template #searchForm>
<SearchForm ref="searchFormRef" :config="searchConfig" />
......@@ -40,7 +40,7 @@
<el-card shadow="hover" class="statistics-card">
<div class="card-content">
<div class="card-label">已出账比例</div>
<div class="card-value">{{ statisticsData.paidAmountRatio }}</div>
<div class="card-value">{{ statisticsData.paidAmountRatio }}%</div>
</div>
</el-card>
</el-col>
......@@ -64,88 +64,98 @@
</div>
<!-- 应付款管理列表 -->
<el-table :data="tableData" height="400" border highlight-current-row style="width: 100%" v-loading="loading">
<el-table-column prop="fortuneBizType" label="应付款类型" width="120" fixed="left" sortable>
<template #default="{ row }">
{{ getFortuneBizTypeLabel(row.fortuneBizType) }}
</template>
</el-table-column>
<el-table-column prop="payableNo" label="应付款编号" width="120" sortable />
<el-table-column prop="policyNo" label="保单号" width="120" sortable />
<el-table-column prop="broker" label="转介人" width="120" sortable />
<el-table-column prop="status" label="出账状态" width="120" sortable>
<template #default="{ row }">
{{ getDictLabel('csf_expected_fortune_status', row.status) }}
</template>
</el-table-column>
<el-table-column prop="currency" label="出账币种" width="120" sortable />
<el-table-column prop="fortunePeriod" label="出账期数" width="120" sortable />
<el-table-column prop="fortuneTotalPeriod" label="出账总期数" width="120" sortable />
<el-table-column prop="fortuneName" label="出账项目" width="120" sortable />
<el-table-column prop="payoutDate" label="出账日(估)" width="120" sortable />
<el-table-column prop="actualPayoutDate" label="出账日(实)" width="120" sortable />
<el-table-column prop="commissionRatio" label="出账比例(估)" width="140" sortable>
<template #default="{ row }">
{{ (row.commissionRatio || 0) + '%' }}
</template>
</el-table-column>
<el-table-column prop="amount" label="出账金额(估)" width="140" sortable>
<template #default="{ row }">
{{ formatCurrency(row.amount) }}
</template>
</el-table-column>
<el-table-column prop="paidRatio" label="已出账比例" width="120" sortable>
<template #default="{ row }">
{{ (row.paidRatio || 0) + '%' }}
</template>
</el-table-column>
<el-table-column prop="paidAmount" label="已出账金额" width="120" sortable>
<template #default="{ row }">
{{ formatCurrency(row.paidAmount) }}
</template>
</el-table-column>
<el-table-column prop="pendingRatio" label="待出账比例" width="120" sortable>
<template #default="{ row }">
{{ (row.pendingRatio || 0) + '%' }}
</template>
</el-table-column>
<el-table-column prop="unpaidAmount" label="待出账金额（估）" width="160" sortable>
<template #default="{ row }">
{{ formatCurrency(row.unpaidAmount) }}
</template>
</el-table-column>
<el-table-column prop="brokerRatio" label="持有比例" width="120" sortable >
<template #default="{ row }">
{{ (row.brokerRatio || 0) + '%' }}
</template>
</el-table-column>
<el-table-column prop="insuranceCompany" label="保险公司" width="120" sortable />
<el-table-column prop="productName" label="产品计划" width="120" sortable />
<el-table-column prop="premium" label="期交保费" width="120" sortable>
<template #default="{ row }">
{{ formatCurrency(row.premium) }}
</template>
</el-table-column>
<el-table-column prop="statusDesc" label="修改理由" width="150" />
<el-table-column prop="remark" label="备注" width="150" />
<el-table-column v-for="(column, index) in payableReportTableColumns" :key="index" :prop="column.prop"
:label="column.label" :width="column.width" :sortable="column.sortable" :formatter="column.formatter" />
<el-table-column fixed="right" label="操作" min-width="120">
<template #default="{ row }">
<el-popover placement="right" :width="200" trigger="click">
<template #reference>
<el-icon>
<MoreFilled />
</el-icon>
</template>
<el-menu @select="handleSelect($event, row)" popper-class="custom-menu">
<el-menu-item :index="item.value" v-for="item in dropdownItems" :key="item.value">{{
item.label
}}</el-menu-item>
</el-menu>
</el-popover>
<template #default="scope">
<el-button link type="primary" size="small" @click="viewDetail(scope.row)">
查看明细
</el-button>
</template>
</el-table-column>
</el-table>
</template>
</CommonPage>
<!-- 查看明细列表 -->
<CommonDialog dialogTitle="应付明细" dialogWidth="80%" :openDialog="detailDialogVisible" :showAction="true"
:showClose="true" @close="detailDialogVisible = false">
<div class="statistics-container" v-if="detailRecordStatistics.totalPolicyCount > 0">
<el-row :gutter="20">
<el-col :xs="24" :sm="12" :md="4" :lg="4">
<el-card shadow="hover" class="statistics-card">
<div class="card-content">
<div class="card-label">应出账总金额</div>
<div class="card-value">{{ formatCurrency(detailRecordStatistics.totalExpectedAmount) }}</div>
</div>
</el-card>
</el-col>
<el-col :xs="24" :sm="12" :md="4" :lg="4">
<el-card shadow="hover" class="statistics-card">
<div class="card-content">
<div class="card-label">已出账金额</div>
<div class="card-value">{{ formatCurrency(detailRecordStatistics.totalPaidAmount) }}</div>
</div>
</el-card>
</el-col>
<el-col :xs="24" :sm="12" :md="4" :lg="4">
<el-card shadow="hover" class="statistics-card">
<div class="card-content">
<div class="card-label">待出账金额</div>
<div class="card-value">{{ formatCurrency(detailRecordStatistics.totalUnpaidAmount) }}</div>
</div>
</el-card>
</el-col>
<el-col :xs="24" :sm="12" :md="4" :lg="4">
<el-card shadow="hover" class="statistics-card">
<div class="card-content">
<div class="card-label">已出账比例</div>
<div class="card-value">{{ detailRecordStatistics.paidAmountRatio }}%</div>
</div>
</el-card>
</el-col>
<el-col :xs="24" :sm="12" :md="4" :lg="4">
<el-card shadow="hover" class="statistics-card">
<div class="card-content">
<div class="card-label">总保单数</div>
<div class="card-value">{{ detailRecordStatistics.totalPolicyCount }}</div>
</div>
</el-card>
</el-col>
<el-col :xs="24" :sm="12" :md="4" :lg="4">
<el-card shadow="hover" class="statistics-card">
<div class="card-content">
<div class="card-label">总保费</div>
<div class="card-value">{{ formatCurrency(detailRecordStatistics.totalPremiumAmount) }}</div>
</div>
</el-card>
</el-col>
</el-row>
</div>
<el-table :data="payableReportTableData" border style="width: 100%;margin-bottom: 10px;">
<el-table-column v-for="item in payableReportListTableColumns" :key="item.property" :property="item.property"
:label="item.label" :width="item.width" :formatter="item.formatter" />
<el-table-column fixed="right" label="操作" min-width="120">
<template #default="{ row }">
<el-popover placement="right" :width="200" trigger="click">
<template #reference>
<el-icon>
<MoreFilled />
</el-icon>
</template>
<el-menu @select="handleSelect($event, row)" popper-class="custom-menu">
<el-menu-item :index="item.value" v-for="item in dropdownItems" :key="item.value">
{{ item.label }}
</el-menu-item>
</el-menu>
</el-popover>
</template>
</el-table-column>
</el-table>
<el-pagination v-model:current-page="detailPageInfo.currentPage" v-model:page-size="detailPageInfo.pageSize"
:page-sizes="[50, 100, 200, 300]" size="default" layout="total, sizes, prev, pager, next, jumper"
:total="detailPageInfo.total" @size-change="handleSizeChangeDetailRecord"
@current-change="handleCurrentChangeDetailRecord" />
</CommonDialog>
<!-- 出账记录表格弹窗-->
<CommonDialog dialogTitle="出账记录" dialogWidth="80%" :openDialog="payRecordDialogTableVisible" :showAction="true"
:showClose="true" @close="payRecordDialogTableVisible = false">
......@@ -156,13 +166,13 @@
</CommonDialog>
<!-- 新增出账记录 -->
<CommonDialog :dialogTitle="editStatus === 'add' ? '新增出账记录' : '修改出账记录'" dialogWidth="80%"
:openDialog="addPayRecordDialogVisible" :showAction="true" :showClose="true"
@close="resetAddPayRecordForm" @confirm="handleConfirmAddPayRecord">
:openDialog="addPayRecordDialogVisible" :showAction="true" :showClose="true" @close="resetAddPayRecordForm"
@confirm="handleConfirmAddPayRecord">
<SearchForm ref="addPayRecordFormRef" :config="addPayRecordFormConfig" v-model="addPayRecordFormModel" />
</CommonDialog>
<!-- 设置出账状态 -->
<CommonDialog dialogTitle="设置出账状态" dialogWidth="80%" :openDialog="setPayRecordStatusDialogVisible"
:showAction="false" :showClose="true" @close="setPayRecordStatusDialogVisible = false"
:showAction="true" :showClose="true" @close="setPayRecordStatusDialogVisible = false"
@confirm="handleConfirmSetPayRecordStatus">
<SearchForm ref="setPayRecordStatusFormRef" :config="setPayRecordStatusFormConfig" />
</CommonDialog>
......@@ -175,12 +185,63 @@ import CommonPage from '@/components/commonPage'
import { ref, reactive } from 'vue'
import { ElMessage, ElMessageBox } from 'element-plus'
import { formatCurrency } from '@/utils/number'
import { expectedFortuneList, payRecordList, addPayRecord, updatePayRecord, exportPayRecord } from '@/api/financial/commission'
import { expectedFortuneList, payRecordList, addPayRecord, updatePayRecord, exportPayRecord, payableReport } from '@/api/financial/commission'
import SearchForm from '@/components/SearchForm/SearchForm.vue'
import CommonDialog from '@/components/commonDialog'
import { loadDicts, getDictLabel } from '@/utils/useDict'
import useUserStore from '@/store/modules/user'
import { safeDownload } from '@/utils/safeDownload'
const payableReportTableData = ref([])
const payableReportTableColumns = ref([
{ prop: 'policyNo', label: '保单号', sortable: true, width: '150', formatter: (row) => row.policyNo || '-' },
{ prop: 'broker', label: '转介人(主)', sortable: true, width: '150', formatter: (row) => row.broker || '-' },
{ prop: 'fortunePeriod', label: '出账期数', sortable: true, width: '120', formatter: (row) => row.fortunePeriod || '-' },
{ prop: 'fortuneTotalPeriod', label: '出账总期数', sortable: true, width: '120', formatter: (row) => row.fortuneTotalPeriod || '-' },
{ prop: 'payoutDate', label: '出账日（估）', sortable: true, width: '130', },
{ prop: 'paidRatio', label: '已出账比例', sortable: true, width: '120', formatter: (row) => (row.paidRatio || 0) + '%' || '-' },
{ prop: 'unpaidRatio', label: '待出账比例', sortable: true, width: '120', formatter: (row) => (row.unpaidRatio || 0) + '%' || '-' },
{ prop: 'paidAmount', label: '已出账金额', sortable: true, width: '120', formatter: (row) => formatCurrency(row.paidAmount || 0) },
{ prop: 'unpaidAmount', label: '待出账金额', sortable: true, width: '120', formatter: (row) => formatCurrency(row.unpaidAmount || 0) },
{ prop: 'amount', label: '应出账金额', sortable: true, width: '120', formatter: (row) => formatCurrency(row.amount || 0) },
{ prop: 'currency', label: '出账币种', sortable: true, width: '120', formatter: (row) => row.currency || '-' },
{ prop: 'premium', label: '期交保费', sortable: true, width: '120', formatter: (row) => formatCurrency(row.premium || 0) },
{ prop: 'insuranceCompany', label: '保险公司', sortable: true, width: '120', formatter: (row) => row.insuranceCompany || '-' },
{ prop: 'productName', label: '产品计划', sortable: true, width: '120', formatter: (row) => row.productName || '-' },
{ prop: 'policyCurrency', label: '保单币种', sortable: true, width: '120', formatter: (row) => row.policyCurrency || '-' }
])
const detailDialogVisible = ref(false)
// 应付明细列表
const payableReportListTableColumns = ref([
{ prop: 'fortuneBizType', label: '应付款类型', sortable: true, width: '120', formatter: (row) => getFortuneBizTypeLabel(row.fortuneBizType) || '-' },
{ prop: 'payableNo', label: '应付账款编号', sortable: true, width: '120', formatter: (row) => row.payableNo || '-' },
{ prop: 'policyNo', label: '保单号', sortable: true, width: '120', formatter: (row) => row.policyNo || '-' },
{ prop: 'broker', label: '转介人', sortable: true, width: '120', formatter: (row) => row.broker || '-' },
{ prop: 'status', label: '出账状态', sortable: true, width: '120', formatter: (row) => getDictLabel('csf_expected_fortune_status', row.status) || '-' },
{ prop: 'currency', label: '出账币种', sortable: true, width: '120', formatter: (row) => row.currency || '-' },
{ prop: 'fortunePeriod', label: '出账期数', sortable: true, width: '120', formatter: (row) => row.fortunePeriod || '-' },
{ prop: 'fortuneTotalPeriod', label: '出账总期数', sortable: true, width: '120', formatter: (row) => row.fortuneTotalPeriod || '-' },
{ prop: 'payoutDate', label: '出账日（估）', sortable: true, width: '120', formatter: (row) => row.payoutDate || '-' },
{ prop: 'actualPayoutDate', label: '出账日（实）', sortable: true, width: '120', formatter: (row) => row.actualPayoutDate || '-' },
{ prop: 'commissionRatio', label: '出账比例', sortable: true, width: '120', formatter: (row) => (row.commissionRatio || 0) + '%' || '-' },
{ prop: 'amount', label: '应出账金额（估）', sortable: true, width: '120', formatter: (row) => formatCurrency(row.amount || 0) },
{ prop: 'paidRatio', label: '已出账比例', sortable: true, width: '120', formatter: (row) => (row.paidRatio || 0) + '%' || '-' },
{ prop: 'paidAmount', label: '已出账金额', sortable: true, width: '120', formatter: (row) => formatCurrency(row.paidAmount || 0) },
{ prop: 'unpaidRatio', label: '待出账比例', sortable: true, width: '120', formatter: (row) => (row.unpaidRatio || 0) + '%' || '-' },
{ prop: 'unpaidAmount', label: '待出账金额(估)', sortable: true, width: '120', formatter: (row) => formatCurrency(row.unpaidAmount || 0) },
{ prop: 'brokerRatio', label: '持有比例', sortable: true, width: '120', formatter: (row) => (row.brokerRatio || 0) + '%' || '-' },
{ prop: 'premium', label: '期交保费', sortable: true, width: '120', formatter: (row) => formatCurrency(row.premium || 0) },
{ prop: 'insuranceCompany', label: '保险公司', sortable: true, width: '120', formatter: (row) => row.insuranceCompany || '-' },
{ prop: 'productName', label: '产品计划', sortable: true, width: '120', formatter: (row) => row.productName || '-' },
{ prop: 'statusDesc', label: '修改理由', sortable: true, width: '120', formatter: (row) => row.statusDesc || '-' },
{ prop: 'remark', label: '备注', sortable: true, width: '120', formatter: (row) => row.remark || '-' },
])
// 设置出账状态
const setPayRecordStatusDialogVisible = ref(false)
const selectedRow = ref(null)
......@@ -198,7 +259,7 @@ const setPayRecordStatusFormConfig = ref([
},
])
const visibleDefaultButtons = ref([
'add', 'export', 'reset', 'query'
'add', 'export', 'reset', 'query'
])
const userStore = useUserStore()
// 应收单类型
......@@ -430,9 +491,9 @@ const handleConfirmAddPayRecord = async () => {
}
// 弹窗表单重置
const resetAddPayRecordForm = () => {
addPayRecordFormRef.value.resetForm()
editStatus.value = 'add'
addPayRecordDialogVisible.value = false
addPayRecordFormRef.value.resetForm()
editStatus.value = 'add'
addPayRecordDialogVisible.value = false
}
......@@ -450,8 +511,8 @@ const handleSelect = async (e, row) => {
{ property: 'fortuneName', label: '出账项目', width: '150' },
{ property: 'currentPaymentAmount', label: '出账金额', width: '150' },
{ property: 'currency', label: '出账币种', width: '150' },
{ property: 'currentPaymentRatio', label: '出账比例', width: '150',formatter: (row) => `${row.currentPaymentRatio }%` },
{ property: 'fortuneUnpaidRatio', label: '待出账比例', width: '150',formatter: (row) => `${row.fortuneUnpaidRatio }%` },
{ property: 'currentPaymentRatio', label: '出账比例', width: '150', formatter: (row) => `${row.currentPaymentRatio}%` },
{ property: 'fortuneUnpaidRatio', label: '待出账比例', width: '150', formatter: (row) => `${row.fortuneUnpaidRatio}%` },
{ property: 'fortunePeriod', label: '佣金期数', width: '150' },
{ property: 'fortuneTotalPeriod', label: '总期数', width: '150' },
{ property: 'reconciliationOperator', label: '操作人', width: '150' },
......@@ -517,16 +578,16 @@ const handleImport = () => {
}
const handleExport = async () => {
// 获取搜索参数
const params = searchFormRef.value?.getFormData() || {}
const response = await exportPayRecord(params)
// 文件名设置为应收款导出_yyyy-MM-dd hh:mm:ss.xlsx,不需要-，用字符串
const fileName = `应付款导出_${new Date().toLocaleString().replace(/\//g, '').replace(/:/g, '').replace(/\s/g, '')}.xlsx`
await safeDownload(
response,
fileName,
'application/vnd.ms-excel;charset=utf-8'
)
// 获取搜索参数
const params = searchFormRef.value?.getFormData() || {}
const response = await exportPayRecord(params)
// 文件名设置为应收款导出_yyyy-MM-dd hh:mm:ss.xlsx,不需要-，用字符串
const fileName = `应付款导出_${new Date().toLocaleString().replace(/\//g, '').replace(/:/g, '').replace(/\s/g, '')}.xlsx`
await safeDownload(
response,
fileName,
'application/vnd.ms-excel;charset=utf-8'
)
}
const handleReset = () => {
......@@ -595,7 +656,7 @@ const loadTableData = async () => {
pageNo: currentPage.value,
pageSize: pageSize.value
}
const response = await expectedFortuneList(params)
const response = await payableReport(params)
tableData.value = response.data.page.records
pageTotal.value = response.data.page.total
pageSize.value = response.data.page.size
......@@ -675,6 +736,63 @@ onMounted(async () => {
const formatStatus = (row, column) => {
return getDictLabel('csf_expected_fortune_status', row.status) // 实时查缓存
}
const detailRecordStatistics = ref({})
const detailPageInfo = ref({
pageNo: 1,
pageSize: 10,
currentPage: 1,
total: 0
})
const selectedDetailRecordRow = ref({})
// 应付款管理列表查询
const expectedFortuneListData = async () => {
loading.value = true
try {
const params = {
policyNo: selectedDetailRecordRow.value.policyNo,
fortunePeriod: selectedDetailRecordRow.value.fortunePeriod,
fortuneBizType: selectedDetailRecordRow.value.fortuneBizType,
payableNo: selectedDetailRecordRow.value.payableNo,
pageNo: detailPageInfo.value.currentPage,
pageSize: detailPageInfo.value.pageSize
}
const response = await expectedFortuneList(params)
payableReportTableData.value = response.data.page.records
detailPageInfo.value.total = response.data.page.total
detailPageInfo.value.pageSize = response.data.page.size
// 统计信息
detailRecordStatistics.value = {
totalExpectedAmount: response.data.statisticsVO.totalExpectedAmount,
totalPaidAmount: response.data.statisticsVO.totalPaidAmount,
totalUnpaidAmount: response.data.statisticsVO.totalUnpaidAmount,
paidAmountRatio: response.data.statisticsVO.paidAmountRatio,
totalPolicyCount: response.data.statisticsVO.totalPolicyCount,
totalPremiumAmount: response.data.statisticsVO.totalPremiumAmount
}
} catch (error) {
console.error('加载数据失败:', error)
// ElMessage.error('加载数据失败')
} finally {
loading.value = false
}
}
const viewDetail = (row) => {
selectedDetailRecordRow.value = row
detailDialogVisible.value = true
expectedFortuneListData()
}
// 分页事件
const handleSizeChangeDetailRecord = (val) => {
detailPageInfo.value.pageSize = val
expectedFortuneListData()
}
// 分页事件
const handleCurrentChangeDetailRecord = (val) => {
detailPageInfo.value.currentPage = val
expectedFortuneListData()
}
</script>
......@@ -692,4 +810,5 @@ const formatStatus = (row, column) => {
border-top: 1px solid #ebeef5;
text-align: right;
}
</style>
\ No newline at end of file
src/views/financialCenter/receivables.vue
......@@ -29,83 +29,106 @@
</el-col>
</el-row>
</div>
<!-- 应收款管理列表 -->
<el-table :data="tableData" height="400" border highlight-current-row style="width: 100%"
v-loading="loading">
<el-table-column prop="commissionBizType" label="应收单类型" width="130" sortable>
<template #default="{ row }">
{{ getCommissionBizTypeLabel(row.commissionBizType) }}
</template>
</el-table-column>
<el-table-column prop="receivableNo" label="应收款编号" width="150" sortable />
<el-table-column prop="policyNo" label="保单号" width="120" fixed="left" sortable />
<el-table-column prop="reconciliationCompany" label="对账公司" width="120" sortable />
<el-table-column prop="status" label="入账状态" width="120" sortable :formatter="formatStatus" />
<el-table-column prop="commissionPeriod" label="入账期数" width="120" sortable />
<el-table-column prop="totalPeriod" label="入账总期数" width="120" sortable />
<el-table-column prop="commissionName" label="入账项目" width="120" sortable />
<el-table-column prop="commissionDate" label="入账日(估)" width="120" sortable />
<el-table-column prop="commissionRatio" label="入账比例(估)" width="140" sortable>
<template #default="{ row }">
{{ (row.commissionRatio || 0) + '%' }}
</template>
</el-table-column>
<el-table-column prop="expectedAmount" label="入账金额(估)" width="140" sortable>
<template #default="{ row }">
{{ numberWithCommas(row.expectedAmount) }}
</template>
</el-table-column>
<el-table-column prop="paidRatio" label="已入账比例" width="120" sortable>
<template #default="{ row }">
{{ (row.paidRatio || 0) + '%' }}
</template>
</el-table-column>
<el-table-column prop="paidAmount" label="已入账金额" width="120" sortable>
<template #default="{ row }">
{{ numberWithCommas(row.paidAmount) }}
</template>
</el-table-column>
<el-table-column prop="pendingRatio" label="待入账比例" width="120" sortable>
<template #default="{ row }">
{{ (row.pendingRatio || 0) + '%' }}
</template>
</el-table-column>
<el-table-column prop="pendingAmount" label="待入账金额（估）" width="160" sortable>
<template #default="{ row }">
{{ numberWithCommas(row.pendingAmount) }}
</template>
</el-table-column>
<el-table-column prop="currency" label="入账币种" width="100" />
<el-table-column prop="defaultExchangeRate" label="结算汇率（估）" width="120" />
<el-table-column prop="insuranceCompany" label="保险公司" width="120" sortable />
<el-table-column prop="productName" label="产品计划" width="120" sortable />
<el-table-column prop="premium" label="期交保费" width="120" sortable>
<template #default="{ row }">
{{ numberWithCommas(row.premium) }}
</template>
</el-table-column>
<el-table-column prop="statusDesc" label="入账状态修改理由" width="150" />
<el-table-column prop="remark" label="备注" width="150" />
<el-table-column v-for="(column, index) in receivableReportTableColumns" :key="index"
:prop="column.prop" :label="column.label" :width="column.width" :sortable="column.sortable"
:formatter="column.formatter" />
<el-table-column fixed="right" label="操作" min-width="120">
<template #default="{ row }">
<el-popover placement="right" :width="200" trigger="click">
<template #reference>
<el-icon>
<MoreFilled />
</el-icon>
</template>
<el-menu @select="handleSelect($event, row)" popper-class="custom-menu">
<el-menu-item :index="item.value" v-for="item in dropdownItems" :key="item.value">
{{ item.label }}
</el-menu-item>
</el-menu>
</el-popover>
<template #default="scope">
<el-button link type="primary" size="small" @click="viewDetail(scope.row)">
查看明细
</el-button>
</template>
</el-table-column>
</el-table>
</template>
</CommonPage>
<!-- 原有弹窗（不变） -->
<CommonDialog dialogTitle="应收明细" dialogWidth="80%" :openDialog="detailDialogVisible" :showAction="false"
:showClose="true" @close="detailDialogVisible = false">
<div class="statistics-container" v-if="detailRecordStatistics.totalPolicyCount > 0">
<el-row :gutter="20">
<el-col :xs="24" :sm="12" :md="4" :lg="4">
<el-card shadow="hover" class="statistics-card">
<div class="card-content">
<div class="card-label">应出账总金额</div>
<div class="card-value">{{ formatCurrency(detailRecordStatistics.totalExpectedAmount) }}
</div>
</div>
</el-card>
</el-col>
<el-col :xs="24" :sm="12" :md="4" :lg="4">
<el-card shadow="hover" class="statistics-card">
<div class="card-content">
<div class="card-label">已出账金额</div>
<div class="card-value">{{ formatCurrency(detailRecordStatistics.totalPaidAmount) }}
</div>
</div>
</el-card>
</el-col>
<el-col :xs="24" :sm="12" :md="4" :lg="4">
<el-card shadow="hover" class="statistics-card">
<div class="card-content">
<div class="card-label">待出账金额</div>
<div class="card-value">{{ formatCurrency(detailRecordStatistics.totalUnpaidAmount) }}
</div>
</div>
</el-card>
</el-col>
<el-col :xs="24" :sm="12" :md="4" :lg="4">
<el-card shadow="hover" class="statistics-card">
<div class="card-content">
<div class="card-label">已出账比例</div>
<div class="card-value">{{ detailRecordStatistics.paidAmountRatio }}%</div>
</div>
</el-card>
</el-col>
<el-col :xs="24" :sm="12" :md="4" :lg="4">
<el-card shadow="hover" class="statistics-card">
<div class="card-content">
<div class="card-label">总保单数</div>
<div class="card-value">{{ detailRecordStatistics.totalPolicyCount }}</div>
</div>
</el-card>
</el-col>
<el-col :xs="24" :sm="12" :md="4" :lg="4">
<el-card shadow="hover" class="statistics-card">
<div class="card-content">
<div class="card-label">总保费</div>
<div class="card-value">{{ formatCurrency(detailRecordStatistics.totalPremiumAmount) }}
</div>
</div>
</el-card>
</el-col>
</el-row>
</div>
<el-table :data="receivableReportTableData" border style="width: 100%;margin-bottom: 10px;min-height: 300px;">
<el-table-column v-for="item in receivableReportItemTableColumns" :key="item.property" :prop="item.prop"
:label="item.label" :width="item.width" />
<el-table-column fixed="right" label="操作" min-width="120">
<template #default="{ row }">
<el-popover placement="right" :width="200" trigger="click">
<template #reference>
<el-icon>
<MoreFilled />
</el-icon>
</template>
<el-menu @select="handleSelect($event, row)" popper-class="custom-menu">
<el-menu-item :index="item.value" v-for="item in dropdownItems" :key="item.value">
{{ item.label }}
</el-menu-item>
</el-menu>
</el-popover>
</template>
</el-table-column>
</el-table>
<el-pagination v-model:current-page="detailPageInfo.currentPage" v-model:page-size="detailPageInfo.pageSize"
:page-sizes="[50, 100, 200, 300]" size="default" layout="total, sizes, prev, pager, next, jumper"
:total="detailPageInfo.total" @size-change="handleSizeChangeDetailRecord"
@current-change="handleCurrentChangeDetailRecord" />
</CommonDialog>
<CommonDialog dialogTitle="入账记录" dialogWidth="80%" :openDialog="entryRecordDialogTableVisible"
:showAction="false" :showClose="true" @close="entryRecordDialogTableVisible = false">
<el-table :data="entryRecordDialogTableData" border style="width: 100%">
......@@ -150,12 +173,16 @@ import CommonDialog from '@/components/commonDialog'
import { ref, reactive, onMounted, computed } from 'vue'
import { ElMessage, ElMessageBox } from 'element-plus'
import { MoreFilled } from '@element-plus/icons-vue'
import { receivedFortuneList, updateCommissionExpected, commissionEntryEditRecords, exportReceivedFortune, commissionExpectedRecord, addReceivedFortune } from '@/api/financial/commission'
import {
receivedFortuneList, updateCommissionExpected, commissionEntryEditRecords,
exportReceivedFortune, commissionExpectedRecord, addReceivedFortune, receivableReport
} from '@/api/financial/commission'
import { numberWithCommas } from '@/utils/index'
import SearchForm from '@/components/SearchForm/SearchForm.vue'
import { loadDicts, getDictLabel } from '@/utils/useDict'
import { safeDownload } from '@/utils/safeDownload'
import useUserStore from '@/store/modules/user'
import { formatCurrency } from '@/utils/number'
const userStore = useUserStore()
// 应收单类型
......@@ -551,18 +578,18 @@ const loadTableData = async () => {
pageNo: currentPage.value,
pageSize: pageSize.value
}
const response = await receivedFortuneList(params)
const response = await receivableReport(params)
tableData.value = response.data.page.records || []
pageTotal.value = response.data.page.total || 0
pageSize.value = response.data.page.size || 10
pageSize.value = response.data.page.size || 50
// 统计信息
statisticsData.value = {
totalAmount: response.data.expectedStatisticsVO.totalAmount,
totalPaidAmount: response.data.expectedStatisticsVO.totalPaidAmount,
pendingPaidAmount: response.data.expectedStatisticsVO.pendingPaidAmount,
paidAmountRatio: response.data.expectedStatisticsVO.paidAmountRatio,
totalPolicyCount: response.data.expectedStatisticsVO.totalPolicyCount
totalAmount: response.data.statisticsVO.totalAmount,
totalPaidAmount: response.data.statisticsVO.totalPaidAmount,
pendingPaidAmount: response.data.statisticsVO.pendingPaidAmount,
paidAmountRatio: response.data.statisticsVO.paidAmountRatio,
totalPolicyCount: response.data.statisticsVO.totalPolicyCount
}
} catch (error) {
console.error('加载数据失败:', error)
......@@ -719,7 +746,106 @@ onMounted(async () => {
const formatStatus = (row, column) => {
return getDictLabel('csf_expected_commission_status', row.status) // 实时查缓存
}
const detailDialogVisible = ref(false)
const receivableReportTableData = ref([])
const receivableReportTableColumns = ref([
{ prop: 'policyNo', label: '保单号', sortable: true, width: '150', formatter: (row) => row.policyNo || '-' },
{ prop: 'reconciliationCompany', label: '对账公司', sortable: true, width: '150', formatter: (row) => row.reconciliationCompany || '-' },
{ prop: 'commissionPeriod', label: '入账期数', sortable: true, width: '120', formatter: (row) => row.commissionPeriod || '-' },
{ prop: 'totalPeriod', label: '入账总期数', sortable: true, width: '120', formatter: (row) => row.totalPeriod || '-' },
{ prop: 'commissionDate', label: '入账日（估）', sortable: true, width: '130', },
{ prop: 'commissionRatio', label: '预估入账比例', sortable: true, width: '120', formatter: (row) => (row.commissionRatio || 0) + '%' || '-' },
{ prop: 'hkdAmount', label: '预估入账金额HKD', sortable: true, width: '120', formatter: (row) => formatCurrency(row.hkdAmount || 0) },
{ prop: 'paidRatio', label: '已入账比例', sortable: true, width: '120', formatter: (row) => (row.paidRatio || 0) + '%' || '-' },
{ prop: 'paidAmount', label: '已入账金额HKD', sortable: true, width: '120', formatter: (row) => formatCurrency(row.paidAmount || 0) },
{ prop: 'unpaidRatio', label: '待入账比例', sortable: true, width: '120', formatter: (row) => (row.unpaidRatio || 0) + '%' || '-' },
{ prop: 'unpaidAmount', label: '待入账金额HKD', sortable: true, width: '120', formatter: (row) => formatCurrency(row.unpaidAmount || 0) },
{ prop: 'exchangeRate', label: '结算汇率（估）', sortable: true, width: '120', formatter: (row) => formatCurrency(row.exchangeRate || 0) },
{ prop: 'insuranceCompany', label: '保险公司', sortable: true, width: '120', formatter: (row) => row.insuranceCompany || '-' },
{ prop: 'productName', label: '产品计划', sortable: true, width: '120', formatter: (row) => row.productName || '-' },
{ prop: 'premium', label: '期交保费', sortable: true, width: '120', formatter: (row) => row.productName || '-' },
{ prop: 'policyCurrency', label: '保单币种', sortable: true, width: '120', formatter: (row) => row.policyCurrency || '-' },
])
const receivableReportItemTableColumns = ref([
{ prop: 'commissionBizType', label: '应收单类型', sortable: true, width: '150', formatter: (row) => getCommissionBizTypeLabel(row.commissionBizType) || '-' },
{ prop: 'receivableNo', label: '应收款编号', sortable: true, width: '150', formatter: (row) => row.receivableNo || '-' },
{ prop: 'policyNo', label: '保单号', sortable: true, width: '150', formatter: (row) => row.policyNo || '-' },
{ prop: 'reconciliationCompany', label: '对账公司', sortable: true, width: '150', formatter: (row) => row.reconciliationCompany || '-' },
{ prop: 'status', label: '入账状态', sortable: true, width: '120', formatter: (row) => formatStatus(row.status) || '-' },
{ prop: 'commissionPeriod', label: '入账期数', sortable: true, width: '120', formatter: (row) => row.commissionPeriod || '-' },
{ prop: 'totalPeriod', label: '入账总期数', sortable: true, width: '120', formatter: (row) => row.totalPeriod || '-' },
{ prop: 'commissionName', label: '入账项目', sortable: true, width: '130', formatter: (row) => row.commissionName || '-' },
{ prop: 'commissionDate', label: '入账日（估）', sortable: true, width: '130', formatter: (row) => row.commissionDate || '-' },
{ prop: 'commissionRatio', label: '预估入账比例', sortable: true, width: '120', formatter: (row) => (row.commissionRatio || 0) + '%' || '-' },
{ prop: 'expectedAmount', label: '预估入账金额', sortable: true, width: '120', formatter: (row) => formatCurrency(row.expectedAmount || 0) },
{ prop: 'paidRatio', label: '已入账比例', sortable: true, width: '120', formatter: (row) => (row.paidRatio || 0) + '%' || '-' },
{ prop: 'paidAmount', label: '已入账金额', sortable: true, width: '120', formatter: (row) => formatCurrency(row.paidAmount || 0) },
{ prop: 'pendingRatio', label: '待入账比例', sortable: true, width: '120', formatter: (row) => (row.pendingRatio || 0) + '%' || '-' },
{ prop: 'pendingAmount', label: '待入账金额', sortable: true, width: '120', formatter: (row) => formatCurrency(row.pendingAmount || 0) },
{ prop: 'defaultExchangeRate', label: '结算汇率（估）', sortable: true, width: '120', formatter: (row) => formatCurrency(row.defaultExchangeRate || 0) },
{ prop: 'insuranceCompany', label: '保险公司', sortable: true, width: '120', formatter: (row) => row.insuranceCompany || '-' },
{ prop: 'productName', label: '产品计划', sortable: true, width: '120', formatter: (row) => row.productName || '-' },
{ prop: 'premium', label: '期交保费', sortable: true, width: '120', formatter: (row) => formatCurrency(row.premium || 0) },
{ prop: 'policyCurrency', label: '保单币种', sortable: true, width: '120', formatter: (row) => row.policyCurrency || '-' },
{ prop: 'currency', label: '入账币种', sortable: true, width: '120', formatter: (row) => row.currency || '-' },
{ prop: 'statusDesc', label: '入账状态修改理由', sortable: true, width: '120', formatter: (row) => row.statusDesc || '-' },
{ prop: 'remark', label: '备注', sortable: true, width: '120', formatter: (row) => row.remark || '-' },
])
const detailRecordStatistics = ref({})
const detailPageInfo = ref({
pageNo: 1,
pageSize: 10,
currentPage: 1,
total: 0
})
// 获取入账报告
const receivedFortuneListData = async () => {
loading.value = true
try {
const params = {
policyNo: selectedDetailRecordRow.value.policyNo,
commissionPeriod: selectedDetailRecordRow.value.commissionPeriod,
receivableNo: selectedDetailRecordRow.value.receivableNo,
pageNo: detailPageInfo.value.currentPage,
pageSize: detailPageInfo.value.pageSize
}
const response = await receivedFortuneList(params)
receivableReportTableData.value = response.data.page.records || []
detailPageInfo.value.total = response.data.page.total || 0
detailPageInfo.value.pageSize = response.data.page.size || 50
// 统计信息
detailRecordStatistics.value = {
totalAmount: response.data.expectedStatisticsVO.totalAmount,
totalPaidAmount: response.data.expectedStatisticsVO.totalPaidAmount,
pendingPaidAmount: response.data.expectedStatisticsVO.pendingPaidAmount,
paidAmountRatio: response.data.expectedStatisticsVO.paidAmountRatio,
totalPolicyCount: response.data.expectedStatisticsVO.totalPolicyCount
}
} catch (error) {
console.error('加载数据失败:', error)
ElMessage.error('加载数据失败')
} finally {
loading.value = false
}
}
const selectedDetailRecordRow = ref({})
const viewDetail = (row) => {
selectedDetailRecordRow.value = row
detailDialogVisible.value = true
receivedFortuneListData()
}
// 分页事件
const handleSizeChangeDetailRecord = (val) => {
detailPageInfo.value.pageSize = val
receivedFortuneListData()
}
// 分页事件
const handleCurrentChangeDetailRecord = (val) => {
detailPageInfo.value.currentPage = val
receivedFortuneListData()
}
</script>
<style scoped lang="scss"></style>
\ No newline at end of file
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